Rating Investing Opportunities Abroad

I was talking to a friend the other night, a nonfinancial type, but very intelligent and with quite a lot of money invested mainly in equities, and he's about 50% China and Emerging Markets in his portfolio. Analysis

The Irony Of Target-Date Funds

You touched on a critical point, Jim: The irony of target-date funds is that, while they are supposed to be the ultimate in passive investing—"set it and forget it"—they really require some of the closest scrutiny of any funds on the market. Analysis

The Problem With Target Date Funds

They're finally here: the first target date ETFs. Eagerly anticipated and a critical piece of the XShares platform plan, target date funds have already hit the rest of the fund market in force. But it's not all cookies and cream. Analysis

15 bps and a Cloud of Dust

Matt's 15 bps feature has been popular. The question is whether expense ratios are the only thing you should be looking at. Analysis

The Fifteen Basis Point Portfolio

I've received a couple of requests for my 15-basis-point model ETF portfolio, as highlighted today in The Wall Street Journal. Analysis


I noticed the crazy amount of assets going into SPY recently. That's not the only wild activity going on in ETF markets. Analysis

A $100 Billion ETF?

This is one of the most astonishing facts I've stumbled across in months: The S&P 500 SPDR (SPY) added $20.7 billion in assets last week. Analysis

Let’s Look At Facts

Hear no evil, speak no evil, see no evil. Does the National Association of Realtors have you on their payroll, Jim?